The ORANGE INVESTMENT ADVISORS is a privately held investment adviser that advises $767.03mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ORANGE INVESTMENT ADVISORS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 179.28% over the last 5-years.
The Group has been registered with the SEC for 8.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 250 S PARK AVENUE STE 370, WINTER PARK, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $767.03mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 1 other account. Assets of Investment Companies (IC) clients own $408mn or 53.19% of Total Assets and Banking of Thrift Institutions own $336.84mn or 43.91% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and Banking of Thrift Institutions.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
ORANGE INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.